What About Your Retirement?May 1, 2005By Mindy Diamond Brokers often take a shortsighted view of their careers, and this usually turns an effort to convince them to think about their own retirements into an... Boomers Reject Their ParentsApr 1, 2005Will Leitch Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived and it could change the way their advisors structure their... The 401(k) GameplanApr 1, 2005By Jim Ambrosio Businesses large and small have found 401(k) retirement plans to be an important benefit to attract and retain a superior workforce. But small-business... In Praise of the LumpApr 1, 2005By Kevin McKinley The word carries enough negative connotations that it comes as no surprise when its presence in a conversation about a retiree's future makes all involved... Small ChangeMar 1, 2005By John Churchill For years, many opponents have seen the notion of Social Security privatization as a thinly veiled make-work project for Wall Street. Trillions of dollars, they said, would flow into stocks and mutual funds, producing a huge windfall for brokerages, money managers and, perhaps, even for financial advisors. Though opponents may have valid arguments against the privatization of Social Security, the specter of a gian give-away to the financial services industry is no longer one of them.... In Praise of WorkMar 1, 2005By Kevin McKinley According to a recent AARP survey of baby boomers, four out of five members of that generation plan on working after they retire from their jobs. Some... Don't Fear the ReaperMar 1, 2005By Will Leitch Investors are happy to think about retiring but are reluctant to contemplate what comes next. Such are the separate findings from surveys from AXA Financial and PNC Advisors.... The Family Lock BoxMar 1, 2005By Mark Feffer Business people of a certain age probably can remember a plaque that secretaries everywhere once displayed with pride: "Poor planning on your part does not consttute an automatic emergency on my part." It's a saying financial advisors should encourage their retiring clients to forward to their baby boomer children.... Retirement ClassFeb 1, 2005John Churchill Making a profit in smaller qualified retirement plans has been difficult for advisors because of high costs. However, it's gotten easier in the past couple... Planning for the HandoffDec 1, 2004By Anne Field He knew it wasn't going to be easy: A few years ago, William Bourke took a deep breath, looked his new client in the eye, and asked about succession plans... The Great Gray BeastNov 1, 2004By David A. Geracioti If you think too many baby boomers are blissfully ignorant of their own financial future, just turn your attention to Washington, D.C. Peter G. Peterson,... Party's OverNov 1, 2004By Steve Gresham Investor misfortune is a good thing at least for financial advisors trolling for new clients. The industry now sits on the cusp of perhaps the best illustration... The Dawn of the Retirement AgeNov 1, 2004By Chris O'Leary Ric Edelman, who runs Fairfax, Va.-based financial advisory firm Edelman Financial Services, received a call a while ago from a prospective client, who... When the Loan Comes DueOct 1, 2004
Q: Like many brokers, I switched firms three years ago, joining a wirehouse offering a seven-year forgivable loan as upfront payment. Since hiring on... The Baby Kabloomers!Apr 1, 2004By Kevin McKinley The phrase helping people quit dredges up all manner of images, most of them having to do with substance-abuse therapy. For many advisors that's apt,... It's All RelativeApr 1, 2004By Anne Field But a lot had to happen before they could take their place in the driver's seat. For starters, the neophytes (who were in their 20s at the time) needed... You've Only Just BegunMar 1, 2004By Kevin McKinley The word conjures up all manner of restful images a man napping in a hammock, a woman playing bridge with her friends, a visored couple strolling towards... The Creativity GapJan 1, 2004By Hannah Shaw Grove and Russ Alan Prince It's an article of faith in the wealth management world that there are no cookie-cutter solutions for the affluent. Of course all clients, even those... The Truth Shall Set You FreeJan 1, 2004By Kevin McKinley According to a recent Securities Industry Association survey, only 10 percent of investors view the financial services industry in a favorable light,... Putting On HeirsJan 1, 2003By Kevin McKinley In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety... The Rep The Man with the PlanNov 1, 2002David A. Geracioti During a recent radio address, President Bush said he supported the Retirement Security Advice Act, H.R. 2269, which recently passed the House. The act... How to Be a Retirement Planning HeroNov 1, 2002By Pamela J. Black Every broker has heard a story like this one. Recently, Tom Mingone, a financial planner in New City, N.Y., got a call from a new prospect. The man, a... I'm OK, You're 401(k)Nov 1, 2002By Bennett Voyles An old Greek proverb warns that you shouldn't speak of rope in the house of a man who has just been hanged, but if rope is your stock in trade, what can... Merrill to Reps: Go Get 401(k) BusinessOct 22, 2002By Rick Weinberg Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions to Merrill advisors.... Retirement Planning: Retirement Planning for TeensAug 1, 2002By Kevin McKinley Yes, you can sell Roth IRAa to parents of working teenagers. And, while junior flips burgers, the family fortune builds.... Avoid the Enron 401(k) Problem.Jun 1, 2002By Roger C. Siske Setting up retirement plans for your business clients can be risky. Nevertheless, there's a recipe for protecting yourself from unpleasant surprises.... A Retiring WomanApr 1, 2002By William Atkinson After four decades in the business, Gayla Borgognoni has seen investing trends come and go. In the meantime, she built a $200 million book.... 401(k)s for AllFeb 1, 2002David A. Gaffen Advisors have a new weapon in their fee-boosting arsenal: Individual 401(k) plans. Thanks to a little-known provision of tax legislation passed in June,... |
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